See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,313 | $93,346-20.4% | $71,796+3.5% | $273,961-72.9% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.1%-10.3pp | 83.0%-24.2pp |
| Annual return | 6.71% | 130.39%-123.7pp | 78.04%-71.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,792 | $3,475-48.4% | $2,794-35.9% | $5,287-66.1% |
| Admin fee / account holder | $363 | $6,571-94.5% | $4,815-92.5% | $10,132-96.4% |